Bill Ackman Sends Fannie Mae, Freddie Mac Stocks Soaring: 'Trump Likes Big Deals'
Bill Ackman Sends Fannie Mae, Freddie Mac Stocks Soaring: 'Trump Likes Big Deals'
I am often asked for stock recommendations, but generally don't share individual names unless I believe the risk versus the reward is extraordinarily compelling. $FEDERAL NATIONAL MORTGAGE ASSOC (FNMA.US)$ and $FREDDIE MAC (FMCC.US)$ shares soared on Monday afternoon after billionaire investor Bill Ackman touted the stocks on social media.
$FEDERAL NATIONAL MORTGAGE ASSOC (FNMA.US)$ 和 $房地美 (FMCC.US)$ 在亿万富翁投资者比尔·阿克曼在社交媒体上推荐后，股票在周一下午飙升。
The Details: Ackman, CEO of Pershing Square hedge fund, recommended the stocks as an investment with "large asymmetric upside versus downside" in a post on the social media platform X.
详情：阿克曼，先锋广场对冲基金的首席执行官，在社交媒体平台X的发帖中推荐了这些股票，认为这是一个具有 "大规模不对称上行与下行 "的投资。
Ackman said he sees the potential for Fannie Mae and Freddie Mac to come out of conservatorship in the next two years. Ackman pointed to the incoming Trump administration as a factor making the end of conservatorship more likely for the home lenders.
阿克曼表示，他看到房利美和房地美在未来两年有可能结束保守管理。他指出即将到来的特朗普政府是一个使住房贷款机构结束保守管理的可能性更大的因素。
I am often asked for stock recommendations, but generally don't share individual names unless I believe the risk versus the reward is extraordinarily compelling.
As we look toward 2025, one investment in our portfolio stands out for large asymmetric upside versus downside so I...— Bill Ackman (@BillAckman) December 30, 2024
我常常被问到股票推荐，但一般不分享个别名称，除非我认为风险与回报的比率极为引人注目。
展望2025年，我们的投资组合中有一项投资在不对称收益与风险方面表现突出，所以我...— 比尔·阿克曼 (@BillAckman) 2024年12月30日
Fannie Mae and Freddie Mac were placed under conservatorship in September 2008 in response to the deterioration of the housing market during the 2008 financial crisis. The Federal Housing Finance Agency became the conservator to preserve and conserve the assets and to provide stability to the housing and mortgage markets.
房利美和房地美于2008年9月被置于保守管理，旨在应对2008年金融危机期间住房市场的恶化。联邦住房金融局成为保守管理者，以保护和保全资产，并为住房和抵押贷款市场提供稳定。
Ackman said that the companies have built $168 billion of capital since 2019 and described this as a "fortress-level of capital for guarantors of fixed-rate, first mortgages to creditworthy, middle class borrowers."
阿克曼表示，自2019年以来，这些公司已经建立了1680亿的资本，并将其描述为对信用良好的中产阶级借款人提供的固定利率首抵押贷款的担保人“堡垒级资本”。
Ackman said he estimates the value of each company at approximately $34 per share, assuming the companies could IPO in the fourth quarter of 2026. He added that he sees the IPOs priced at approximately $31 per share accounting for a 10% discount to their value.
Ackman表示，他估计每家公司价值约为每股34美元，假设这些公司能在2026年第四季度已上市新股。他补充道，他认为已上市新股的价格约为每股31美元，考虑到其价值的10%折扣。
He also pointed to the benefits of ending the conservatorship for the federal government including the removal of approximately $8 trillion in liabilities and the potential to generate more than $300 billion in profits.
他还指出，结束联邦政府的托管可以带来好处，包括约8万亿美元的负债解除以及有潜力产生超过3000亿美元的利润。
"Trump likes big deals and this would be the biggest deal in history. I am confident he will get it done," Ackman wrote.
阿克曼写道："特朗普喜欢大交易，这将是历史上最大的一笔交易。我相信他会完成它。"
FNMA, FMCC Price Action: Fannie Mae shares ended Monday's session up 36.14% at $3.39 and Freddie Mac shares closed 33.87% higher at $3.32.
FNMA，FMCC 价格动态：房利美股票在周一交易中上涨36.14%，收于3.39美元，而房地美股票上涨33.87%，收于3.32美元。
